Partner with CFP Board

For Education Partners


Partner with CFP Board

CFP Board partners with financial planning educators across the country to establish programs designed to prepare individuals with the competency required to deliver financial planning services to clients, and to ensure the ongoing competency of CFP® professionals.

Continuing Education Sponsors

In order to meet CFP Board’s Continuing Education (CE) requirement, CFP® professionals must complete 30 hours of CE every two years, of which two hours must be focused on Ethics CE.

General Continuing Education Sponsorship Information

Ethics Continuing Education Sponsorship Information

Registered Programs

CFP Board-Registered Programs are financial planning education programs at the college or university level that offer a professional financial planning curricula approved by CFP Board.  Graduates of CFP Board-Registered Programs satisfy the education coursework requirement for CFP® certification and are eligible to take the CFP® Certification Examination.

Why Become a CFP Board-Registered Program?


Application Process

Renew Registration

Resources for Educators

CFP Board has assembled a variety of resources for educators to use when introducing students to financial planning concepts and career opportunities in the financial planning field.

Learn More

More for Education Partners

CFP Board Registered Program Conference

CFP Board’s annual conference brings together representatives from institutions around the country that provide professional financial planning education and assist individuals in pursuing CFP® certification.  
Learn more

CFP Board Career CenterCFP Board Career Center

Encourage your students and graduates to visit the new online CFP Board Career Center that will serve as the destination for those interested in a career as a financial planner, the CFP® certification, and job and internship opportunities.
Learn more

Get Involved

There are many opportunities for educators, CFP® professionals and others to get involved and connect with CFP Board in meaningful ways.
Learn more

Center For Financial Planning | Logo | Gold

The Center is creating an academic home for the financial planning profession.

Learn More

Council On Education
CFP Board’s Council on Education advises CFP Board on the development and clarification of all educational policies related to the CFP® certification process.